LMKC
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L.M. Kohn & Company’s ARK Innovation ETF ARKK Stock Holding History

L.M. Kohn & Company’s Portfolio ARKK Stock Details ARKK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,469
Closed -$595K – 133
2025
Q2 		$595K Sell
8,469
-19
-0.2% -$1.05K 0.16% 120
2025
Q1 		$404K Buy
8,488
+601
+8% +$34.4K 0.11% 164
2024
Q4 		$448K Sell
7,887
-355
-4% -$19K 0.12% 145
2024
Q3 		$392K Sell
8,242
-904
-10% -$40.6K 0.1% 173
2024
Q2 		$402K Sell
9,146
-1,275
-12% -$56.9K 0.11% 158
2024
Q1 		$522K Buy
10,421
+4,234
+68% +$206K 0.15% 138
2023
Q4 		$324K Buy
+6,187
New +$268K 0.1% 172

Other funds holding ARKK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

L.M. Kohn & Company's ARKK Position: Q3 2025 in Review

L.M. Kohn & Company sold out of ARK Innovation ETF (ARKK) in Q3 2025, closing a stake of 8,469 shares — an estimated $595K sold.

L.M. Kohn & Company first reported a position in ARKK in Q4 2023 and held it in 7 quarters. The position peaked at $595K in Q2 2025. 621 funds tracked by Wall St. Rank hold ARKK as of Q3 2025.

  • L.M. Kohn & Company reported no remaining ARK Innovation ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 8,469 ARK Innovation ETF shares in Q3 2025, an estimated $595K.
  • L.M. Kohn & Company first reported a position in ARK Innovation ETF in Q4 2023 and held it in 7 quarters.
  • L.M. Kohn & Company's ARK Innovation ETF position peaked at $595K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.